Technical Account Manager at Wingspan

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

07 May, 26

Salary

135000.0

Posted On

06 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Account Management, Customer Success, Client Management, Renewals, Expansions, Project Management, Communication Skills, Interpersonal Skills, Problem Solving, Technical Issues, Product Knowledge, Finance Workflows, Organizational Skills, Time Management, Team Collaboration, Customer Feedback

Industry

Financial Services

Description

Who we're looking for: Wingspan's Account Manager will be on the frontlines, building and maintaining strong partnerships with our customers. You will serve as the primary point of contact and trusted advisor for a dedicated book of business, owning the entire post-sale customer lifecycle from onboarding and adoption to renewal and expansion. You will be the voice of the customer internally, acting as a critical liaison between clients and our Product, Design, and Engineering teams to ensure their feedback helps shape our roadmap. A proactive, customer-obsessed individual who excels at building relationships and is passionate about helping clients succeed in a fast-paced startup environment. This role will be based in New York City and will have a hybrid work model that consists of a combination of onsite (3 days a week) and remote work expectations. This model is designed to provide our employees with an optimal balance between in-person collaboration and the convenience of remote work. We believe this approach fosters a more productive and engaging work environment while supporting our commitment to employee well-being and work-life balance.Please note that the specific onsite and remote work schedule will be established based on the requirements of the role and the needs of the organization, and remain subject to Company discretion. The Company reserves the right to modify its in-person and remote work policies and expectations. What You'll Do: Manage a book of business by building strong, long-term relationships with key stakeholders to ensure high levels of customer satisfaction and retention. Guide new clients through a seamless onboarding process, ensuring they are set up for long-term success by helping them implement the product effectively for their specific use cases. Serve as a product expert, effectively communicating Wingspan's features and benefits to customers by delivering tailored product demonstrations. Proactively manage the entire renewal process and identify opportunities for expansion and upsell within your accounts by understanding their evolving business needs. Act as the primary point of contact for your clients, partnering with internal teams and escalating complex technical issues to our Solutions Engineering team to ensure challenges are resolved efficiently. Partner closely with the product team to ensure customer feedback and pain points are heard, reviewed, and prioritized when needed. Support the maintenance of our internal knowledge base for customer use cases and best practices. Travel monthly to meet clients in person to build relationships, offer strategic insights, and drive renewal and expansion conversations. Requirements: 3+ years of experience in a client-facing role such as Account Management or Customer Success, preferably at a SaaS startup. Has owned a book of business of 20+ accounts, which includes day to day client management and closing renewals and expansions Proven experience working in a fast-paced, high-growth startup environment. Foundational understanding of finance/accounting workflows and concepts, such as invoicing, payments, and compliance. Bachelor's degree or equivalent practical experience. Exceptional organizational, project management, and time management skills. Ability to anticipate customers’ needs and position product solutions accordingly. Excellent verbal and written communication skills as well as interpersonal skills Ability to operate effectively within a cross-functional team or as an individual contributor with minimal supervision. Must be authorized to work in the United States. At this time we are unable to transfer or sponsor visas. Compensation At Wingspan, we pride ourselves on offering a competitive and comprehensive compensation package that reflects our commitment to attracting top talent. The annual total compensation (this includes base and incentive pay) for this role ranges from $115,000 - $135,000 and is accompanied by a target equity package and an extensive suite of benefits, including medical, dental, and vision insurance. All figures cited are in USD and pertain to workers located in the United States. We understand that each candidate brings a unique combination of skills, experience, and qualifications to the table, which is why we tailor our compensation packages based on factors such as expertise, years of experience, certifications, and other factors. Join us in our mission to innovate and excel, knowing that you will be valued and recognized for your job-related knowledge, skills, and experience. Our comprehensive benefits and rewards are designed to help you thrive both professionally and personally, as we work together to shape the future of our industry. Benefits & Perks Flexible PTO Savings and Investments - 401(k) with company match Competitive stock option package $300 one-time WFH stipend Medical, dental, and vision benefits Top of the line 14" Macbook Pro Wellness stipend Travel stipend for team off-sites **We appreciate candidates who are open and honest about what they’re looking for so we can ensure it’s a fit on both sides.** Wingspan does not accept agency-provided resumes from recruitment firms we do not partner with, and any unsolicited resumes sent to our job-related emails or staff will not result in charges to Wingspan. At Wingspan, we are an equal opportunity employer passionately dedicated to fostering a diverse and inclusive workplace. We wholeheartedly believe that embracing diversity of perspectives and backgrounds is essential to building the best products and providing delightful experiences for our users and team members. We are proud to maintain an environment free from discrimination, retaliation, and harassment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, ancestry, ethnicity, marital status, pregnancy, disability, genetic information, protected veteran status, or any other characteristic protected by law or ordinance. As we strive for excellence, we are committed to ensuring fair employment practices and business dealings and rejecting any form of discrimination or retaliation. These protections and commitments extend to all management practices and decisions, including recruitment and hiring, appraisal systems, promotions, training, and career development programs. Consistent with these obligations, Wingspan also provides reasonable accommodations to employees and applicants with disabilities and for sincerely held religious beliefs, observances, and practices. If you would like to request an accommodation as part of the application process, please contact the Wingspan People Team, people-team@wingspan.app. Join us in our mission to create a company and products we love, as we celebrate our diverse workforce and promote an inclusive work environment that drives innovation and success.

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Responsibilities

Manage a book of business by building strong, long-term relationships with key stakeholders to ensure high levels of customer satisfaction and retention. Act as the primary point of contact for clients, partnering with internal teams to resolve complex technical issues and ensure customer needs are met.